Technology

Beverly Hills WM Launches Cloud-Based Dashboard For Independent Space

Harriet Davies Editor - Family Wealth Report May 8, 2012

Beverly Hills WM Launches Cloud-Based Dashboard For Independent Space

Beverly Hills Wealth Management, a registered investment advisory firm specializing in high net worth clients, has launched a cloud-based dashboard for RIAs called BHWM Maestro.

The dashboard was developed in-house by BHWM along with Intel, the software giant, and allows RIAs and advisors to consolidate their operational, sales and compliance tools into a “branded, controlled, cloud accessible environment,” the wealth manager said in a statement. Intel provided the identity access management component.

According to Beverly Hills Wealth Management, the application includes single sign-on to software-as-a-service based tools for various functional roles and tasks including: document management system, intranet and client extranet content management system, financial compensation portal integrated with payroll, business intelligence and analysis, custom intelligence analysis, cloud-to-cloud single sign-on and identity management.

“Typically, it is the wirehouses that invest significant amounts of capital into organizing all of these services into a single dashboard type environment. Beverly Hills Wealth Management saw a significant opportunity to bring a wirehouse offering into the independent space and be disruption evangelists as it pertains to technology for the independent channel," said John Stuart, BHWM chief information officer. 

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